Suncoast Prosperity Advisors recently co-hosted the Navigating Business Transitions Forum with Hyde Park Capital for business owners who are interested in business exit planning.
Business owners heard from industry experts on how to effectively prepare a business exit strategy, and learned about essential planning points to address, and common pitfalls to avoid for a smooth and successful transition.
Our panelists included Sheryl Hunter from Trenam Law, Steven Jannsen from CBIZ, Matt Gladdish from Hyde Park Capital, and our own Beth Dopking Neal from Suncoast Prosperity Advisors. Panelists shared real-world examples and actionable advice, leaving attendees with a wealth of knowledge to apply in their business transition planning.
Lew Thomas of Hyde Park Capital and Jeff Strouse of Suncoast Prosperity Advisors moderated the panel and Q & A, where participants had the opportunity to engage directly with the panelists, further enriching the dialogue.
We are thrilled to announce that our recent event was a resounding success! A heartfelt thank you to everyone who participated. If you’re interested in attending a similar event this fall, please let us know, and we’ll be happy to add your name to the list.